KFI
NOVT icon

Key Financial Inc’s Novanta NOVT Stock Holding History

Key Financial Inc’s Portfolio NOVT Stock Details NOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-63
Closed -$7.5K – 1448
2025
Q4 		$7.5K Hold
63
– – ﹤0.01% 953
2025
Q3 		$6.35K Hold
63
– – ﹤0.01% 985
2025
Q2 		$8.12K Hold
63
– – ﹤0.01% 910
2025
Q1 		$8.06K Hold
63
– – ﹤0.01% 874
2024
Q4 		$9.63K Hold
63
– – ﹤0.01% 821
2024
Q3 		$11.3K Hold
63
– – ﹤0.01% 765
2024
Q2 		$10.3K Hold
63
– – ﹤0.01% 770
2024
Q1 		$11K Hold
63
– – ﹤0.01% 732
2023
Q4 		$10.6K Hold
63
– – ﹤0.01% 720
2023
Q3 		$9.04K Hold
63
– – ﹤0.01% 746
2023
Q2 		$11.6K Hold
63
– – ﹤0.01% 681
2023
Q1 		$10K Hold
63
– – ﹤0.01% 680
2022
Q4 		$7.29K Hold
63
– – ﹤0.01% 705
2022
Q3 		$7K Hold
63
– – ﹤0.01% 725
2022
Q2 		$8K Hold
63
– – ﹤0.01% 688
2022
Q1 		$9K Buy
+63
New +$8.94K ﹤0.01% 664

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Key Financial Inc's NOVT Position: Q1 2026 in Review

Key Financial Inc sold out of Novanta (NOVT) in Q1 2026, closing a stake of 63 shares — an estimated $7.5K sold.

Key Financial Inc first reported a position in NOVT in Q1 2022 and held it in 16 quarters. The position peaked at $11.6K in Q2 2023. 331 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Key Financial Inc reported no remaining Novanta position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 63 Novanta shares in Q1 2026, an estimated $7.5K.
  • Key Financial Inc first reported a position in Novanta in Q1 2022 and held it in 16 quarters.
  • Key Financial Inc's Novanta position peaked at $11.6K in Q2 2023.
  • 331 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.